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  • Re: problems customizing the "customize" tab

    Hi swm023, I have a few questions for you: 1.&nbsp;&nbsp;&nbsp;&nbsp; Are you using the original &ldquo;Staff&rdquo; role that came with Method? 2.&nbsp;&nbsp;&nbsp;&nbsp; Did you create the &ldquo;Staff&rdquo; role yourself? 3.&nbsp;&nbsp;&nbsp;&nbsp; If you created a new role, did you associate its parent role to one that doesn&rsquo;t ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-16-2012
  • Re: custom filter by view

    Hi swm023,&nbsp; Here are the steps you need to take to make the change: 1. &nbsp; &nbsp; Go to step 3 of 9 within the Grid Wizard.&nbsp; 2. &nbsp; &nbsp; Click on New/Edit and make it a new view 3. &nbsp; &nbsp; Select the field that you want to filter by 4. &nbsp; &nbsp; Click on Insert Filter 5. &nbsp; &nbsp; Select the filter criteria ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-16-2012
  • Screen No Longer in Customize List

    On the Customize -&gt; Screens screen, the Edit Customer screen is no longer listed. When I try to edit a customer, I get an error message stating that there was a problem locating the Tab Link &#39;Edit Customer&#39;. I did not delete it. I don&#39;t have the ability to delete it, as far as I know. I am making a new screen by ...
    Posted to Method:Classic General Q&A (Forum) by viret56 on 01-16-2012
  • Method PUSH/API Call Limitations?

    Is there a Method PUSH/API Call limitation of some kind? I&#39;m using a loop action in Method to update a large batch of transactions in a client&#39;s QB file. &nbsp;Although the loop action (including pushing updates to QuickBooks) starts off working well, Method stops updating QB after it has already processed a large number of changes. ...
    Posted to Method:API Q&A (Forum) by voltaire on 01-16-2012
  • Re: How to make multiple drop down filters for a grid, using data from table fields?

    Ah, I finally understand what you&#39;ve been saying (you only had to say it 4 times! ). I need to use to Sales Rep table for the dropdown, not the Sales Order table that was using for the grid. Now I&#39;ve got a working dropdown object that will provide a list of unique Sales Rep initials. If anyone else is reading this thread to do what I ...
    Posted to Method:Classic General Q&A (Forum) by smohyee on 01-16-2012
  • January version now available

    Hey everyone - The January version of Method is now available. &nbsp;Unlike previous updates, though, you need to opt-in to get early access to the new features. &nbsp;Please see my blog post to learn ...
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 01-14-2012
  • Method Platform Updates - January 13, 2012

    Staging site, SmartVault beta, Intuit Account OpenID and a touch of style New &quot;Staging&quot; site - starting today, the latest version of Method is always &quot;opt-in&quot;. &nbsp;We now have two production versions of Method for you to use. &nbsp;In additional to the usual &quot;live&quot; site, we now have a &quot;staging&quot; site. ...
    Posted to Release Notes (Weblog) by Method_Paul on 01-14-2012
  • problems customizing the "customize" tab

    i&#39;m trying to limit access for some of my users to the customize tab. their role is &quot;staff&quot; and i have made the customize tab accessible for staff. when i edit the users under step 7 of 10 i select which tab links i want them to have access to. upon logging in the customize tab is visible but when you click on it the only link ...
    Posted to Method:Classic General Q&A (Forum) by swm023 on 01-13-2012
  • custom filter by view

    I&#39;m trying to create a custom filter by view drop down option on the ActivitiesList screen. &nbsp;I understand how to customize screen and I&#39;ve gone in to edit the grid and successfully added a custom option. &nbsp;I&#39;m having trouble figuring out how to create the filter. &nbsp;I want to create a view for activites due on or before ...
    Posted to Method:Classic General Q&A (Forum) by swm023 on 01-13-2012
  • Re: Customized invoice screen

    Hi nathersteiner, To find out which invoice screen is active, you need to do the following: 1. &nbsp; Go to Customize &gt; Tabs 2. &nbsp; Locate Customers 3. &nbsp; Click on Edit Tab Links&nbsp; 4. &nbsp; Look at the Tab Link Name for Invoices 5. &nbsp; Beside it, you have an associated screen 6. &nbsp; You will then be able to see which ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-13-2012
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